Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.14B
2 +$810M
3 +$773M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$667M
5
MSFT icon
Microsoft
MSFT
+$600M

Top Sells

1 +$1.14B
2 +$968M
3 +$779M
4
MBB icon
iShares MBS ETF
MBB
+$777M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$765M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$48.9M 0.01%
529,163
-204,516
852
$48.7M 0.01%
1,710,588
-127,834
853
$48.6M 0.01%
803,145
+121,829
854
$48.5M 0.01%
550,876
+2,105
855
$48.5M 0.01%
4,468,010
+883,850
856
$48.5M 0.01%
1,921,368
-78,282
857
$48.4M 0.01%
4,715,088
+95,747
858
$48.4M 0.01%
631,334
+63,532
859
$48.3M 0.01%
1,979,916
+77,394
860
$48.3M 0.01%
490,235
+10,480
861
$48.3M 0.01%
1,153,085
-8,046
862
$48.2M 0.01%
1,179,414
+222,219
863
$47.8M 0.01%
1,085,446
-301,045
864
$47.8M 0.01%
2,319,946
+83,028
865
$47.8M 0.01%
5,279,260
+763,246
866
$47.7M 0.01%
1,188,780
+141,957
867
$47.6M 0.01%
1,033,795
+137,104
868
$47.6M 0.01%
799,320
+170,666
869
$47.5M 0.01%
1,654,278
-676,535
870
$47.4M 0.01%
77,969
+3,563
871
$47.3M 0.01%
7,814,523
-5,007,061
872
$47.3M 0.01%
3,387,305
-102,007
873
$46.9M 0.01%
644,708
-399,742
874
$46.8M 0.01%
997,886
-125,880
875
$46.7M 0.01%
2,832,219
+36,964